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BH

Burton Everett Hilton Iv

CFP®

NEW EDGE WEALTH

STAMFORD, CT

·CRD# 1950979·32 years experience

Professional Summary

Burton Everett Hilton IV, CFP®, who also goes by Burton Everett Hilton, Burton Evertt Hilton IV, is a registered financial advisor currently at NEW EDGE WEALTH located in Stamford, Connecticut and NEWEDGE SECURITIES, LLC located in Stamford, Connecticut. Burton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Burton has worked at 9 firms and has passed the Series 65, Series 63, SIE and...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Burton Everett Hilton, Burton Evertt Hilton Iv

Blog Corner

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What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

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Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®

Certified Financial Planner

Years of Experience

32 years in the financial services industry

Current & Past Employments

NEW EDGE WEALTH·CRD# 307771

RIA

2200 Atlantic Street Suite 200, Stamford, CT 06902

February 23, 2026 - Present

NEWEDGE SECURITIES, LLC·CRD# 10674

BD

2200 Atlantic Street 2nd Fl South, Stamford, CT 06902

February 24, 2026 - Present

MORGAN STANLEY·CRD# 149777

RIA

Boston, MA

October 9, 2015 - February 25, 2026

MORGAN STANLEY·CRD# 149777

BD

Boston, MA

October 9, 2015 - February 25, 2026

CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816

RIA

New York, NY

October 13, 2008 - November 5, 2015

CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816

BD

New York, NY

October 13, 2008 - November 5, 2015

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

BD

Greenwich, CT

May 29, 2007 - September 4, 2008

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

BD

New York, NY

April 1, 2002 - April 23, 2004

CITICORP INVESTMENT SERVICES·CRD# 23988

BD

Greenwich, CT

June 5, 2001 - May 29, 2007

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

BD

New York, NY

December 18, 1998 - May 23, 2001

CITICORP SECURITIES, INC.·CRD# 7474

BD

New York, NY

March 26, 1998 - December 18, 1998

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

BD

New York, NY

September 19, 1996 - December 22, 1997

SANWA SECURITIES (USA) CO., L.P.·CRD# 19697

BD

New York, NY

June 1, 1994 - September 7, 1996

SALOMON BROTHERS INC.·CRD# 740

BD

New York, NY

May 24, 1989 - October 9, 1989

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Current Firm

NE

NEW EDGE WEALTH

ALIGNED BY NEWEDGE WEALTH | NEWEDGE WEALTH, LLC | NEWEDGE INVESTMENT SOLUTIONS | NEWEDGE FAMILY OFFICE | NEW EDGE WEALTH LLC | NEW EDGE WEALTH

CRD#: 307771 / SEC#: 801-118291

RIA

Registered Investment Advisory firm - SEC (3/25/2020 Approved)

Maryland

Registered Investment Advisory firm - Maryland (2/28/2020 Terminated)

North Carolina

Registered Investment Advisory firm - North Carolina (2/25/2020 Terminated)

South Dakota

Registered Investment Advisory firm - South Dakota (2/24/2020 Terminated)

Wisconsin

Registered Investment Advisory firm - Wisconsin (2/24/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2200 Atlantic Street Suite 200, Stamford, CT 06902

Phone Number

(203) 424-2262

# of Employees

211

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NEWEDGE WEALTH LLC WRAP FEE PROGRAM BROCHURE (4/23/2026)

NEWEDGE WEALTH FORM ADV PART 2A FIRM BROCHURE (4/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

19,593

AUM (Assets Under Management)

$19,926,358,801

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/19/2025	Cover Page	Report
01/27/2025	Cover Page	Report
12/22/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. The Boys and Girls Club Of Greenwich*no Invest*Greenwich, CT*Social Service 501(c)

(3)*Treasurer, Co-Head of Finance Committee*As a Board member, my role is to work with senior finance and management employees of the Club to oversee the financial soundness of the Club as well as regularly report the Club's financials to the Board.*7/1/2016*0 Trade/8 Non trade

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NE

NEW EDGE WEALTH

ALIGNED BY NEWEDGE WEALTH | NEWEDGE WEALTH, LLC | NEWEDGE INVESTMENT SOLUTIONS | NEWEDGE FAMILY OFFICE | NEW EDGE WEALTH LLC | NEW EDGE WEALTH

CRD#: 307771 / SEC#: 801-118291

RIA

Registered Investment Advisory firm - SEC (3/25/2020 Approved)

Maryland

Registered Investment Advisory firm - Maryland (2/28/2020 Terminated)

North Carolina

Registered Investment Advisory firm - North Carolina (2/25/2020 Terminated)

South Dakota

Registered Investment Advisory firm - South Dakota (2/24/2020 Terminated)

Wisconsin

Registered Investment Advisory firm - Wisconsin (2/24/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(2/24/2026)

RR

Arizona
(2/24/2026)

RR

California
(2/24/2026)

RR

Colorado
(2/24/2026)

IAR

Connecticut
(2/23/2026)

RR

Connecticut
(2/24/2026)

RR

Delaware
(2/24/2026)

RR

District of Columbia
(2/24/2026)

RR

Florida
(2/24/2026)

RR

Georgia
(2/24/2026)

RR

Illinois
(2/24/2026)

RR

Kansas
(2/24/2026)

RR

Louisiana
(2/24/2026)

RR

Maine
(2/24/2026)

RR

Maryland
(2/24/2026)

RR

Massachusetts
(2/24/2026)

IAR

Massachusetts
(5/11/2026)

RR

Minnesota
(2/24/2026)

RR

Nevada
(2/24/2026)

RR

New Hampshire
(2/24/2026)

RR

New Jersey
(2/24/2026)

RR

New Mexico
(2/24/2026)

RR

New York
(2/24/2026)

RR

North Carolina
(2/24/2026)

RR

Ohio
(2/24/2026)

RR

Oregon
(2/24/2026)

RR

Pennsylvania
(2/24/2026)

RR

Rhode Island
(2/24/2026)

RR

South Carolina
(2/24/2026)

RR

Tennessee
(2/24/2026)

IAR

Texas
(2/23/2026)

RR

Texas
(2/24/2026)

RR

Utah
(2/24/2026)

RR

Vermont
(2/24/2026)

RR

Virginia
(2/24/2026)

RR

Washington
(2/24/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2001About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1994About the Series 7 exam

FINRA

SRO Registrations

Nasdaq Stock Market

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Burton Everett Hilton IV's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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BH

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